San Jose Electric Retirement Plan — Form 5500 plan (San Jose Electric)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, San Jose Electric Retirement Plan is a benefit plan reported by San Jose Electric under EIN 87-1713429 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $752,927 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$752.9KPlan net assets, end of year$752,927
Participants5Covered participants reported
Assets / participant$150.6KComputed: assets ÷ participants$150,585 (computed)
Provider compensationNone reported
- Plan sponsor
- San Jose Electric
- EIN
- 87-1713429
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20250414190906NAL0003833392001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$752.9K total assets
Net assets$752.9KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $752,927
- Net assets (EOY)
- $752,927
- Net assets (BOY)
- $752,927
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.